The old saying, “the only thing constant is change” has never been more relevant. It may seem that you see news about the markets and the economy fluctuating daily, or even hourly. It can be overwhelming. And, if you are trying to model an effective financial strategy and habits for the young people in your life, keeping up with change can also be a challenge.

One of the best ways to stay on top of change, for your own financial strategy and for the younger generation, is to focus on long-term goals. We have built a diversified strategy that can help you achieve those goals and keeping the lines of communication open will help us to refine the strategy together, to keep on top of changing market conditions, and the evolution of your goals.

Please feel free to share these articles with your family and friends—they are excellent conversation starters.

Investors Are Like Charlie Brown and the Football When It Comes to Trade War

Sep 10, 2019

Christopher Smart, Barings Investment Institute head, discusses the impact of the China-U.S. trade war on markets. He speaks with Bloomberg’s Vonnie Quinn on “Bloomberg Markets.”

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The Real Retirement Math Is All About Cutting Spending

Sep 10, 2019

For 40 years, I have lived the math of addition. Now comes the math of subtraction. When I was working full time as a journalist, my salary grew over the years…

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Tips On Weathering A Stormy Market

Sep 3, 2019

The stock market is fluttering near all-time highs but has gone nowhere for 19 months. The bond market is pushing government bond yields toward or below zero…

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History Says September Will Be Rough for Stocks. How to Invest for an October Turnaround

Sep 2, 2019

When the stock market re-opens for trading on Tuesday after the Labor Day break, it could be the start of a rough month for stocks…

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The Market Forces That Propelled a Massive Rally in Long Bonds

Sep 2, 2019

Long-term bonds have been on a tear in recent weeks with yields tumbling enough to heighten fears of a possible recession ahead…

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10 Ways to Get Back to the Grind After Vacation

Aug 29, 2019

Vacations are awesome. They’re also beneficial, allowing you to restock energy reserves, boost happiness, calm your mind and even lower your risk of heart attack, all of which can help make you a better leader…

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